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1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI EvaluationGast: Anastasios Angelopoulos · Moderation: Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
1:05:02ENJoon Sung Park on Simulating Human Behavior and Building SimileGast: Joon Sung Park · Moderation: Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGast: Matt Murphy · Moderation: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:02:42ENMercor’s Osvald Nitski on AI Training Data, Product and Customer ConcentrationGast: Osvald Nitski · Moderation: Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.
1:28:42ENLin Qiao on Specialized AI, Open Models and the Economics of InferenceGast: Lin Qiao · Moderation: Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:29:35ENFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI AutomationGast: Fred Turner · Moderation: Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesGast: Avishai Abrahami · Moderation: Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of WorkGast: Arvind Jain · Moderation: Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyGast: Mike Mignano · Moderation: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGast: Clay Bavor · Moderation: Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGast: K. R. Sridhar · Moderation: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGast: Paul Erlanger · Moderation: Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:16:37ENNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsGast: Nikesh Arora · Moderation: Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
1:20:59ENFlexport CEO Ryan Petersen on Logistics, AI and FundraisingGast: Ryan Petersen · Moderation: Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
1:35:16ENPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionGast: Aravind Srinivas · Moderation: Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:25:00ENMatan Grinberg on AI Coding, Token Costs and Building FactoryGast: Matan Grinberg · Moderation: Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:14:30ENRoman Chernin on AI Compute Demand, Inference and InfrastructureGast: Roman Chernin · Moderation: Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
57:42ENJacob Lauritzen on AI Engineering, Legal Work and Building LegoraGast: Jacob Lauritzen · Moderation: Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:14:12ENBrendan Foody on Mercor, AI Data and the Future of WorkGast: Brendan Foody · Moderation: Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AIGast: Nico Laqua · Moderation: Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
1:07:45ENAndrew Feldman on AI Chips, Data Centers and Compute DemandGast: Andrew Feldman · Moderation: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:35:14ENJosh Browder on Early Investing, DoNotPay and Founder DecisionsGast: Josh Browder · Moderation: Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:08:23ENShiv Rao on Building Abridge, Clinical Workflows and AIGast: Shiv Rao · Moderation: Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.
1:13:48ENPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamGast: Patrick Forquer · Moderation: Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.
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